Hi

It’s the Monday of a long weekend—when most advisors are taking a well-deserved break.

But while they’re enjoying the sun, here’s a thought: What if you could hand your team a tool that helps them consistently fill the pipeline with high-value clients—without cold calls, expensive steak dinners or costly ads?

That’s exactly what AI StageFinder delivers. It’s a done-for-you AI prospecting tool that helps your advisors land unpaid speaking engagements at events packed with their ideal clients—retirees, business owners, and high-net-worth individuals.

Here’s what it does:

✅ Finds 20 highly targeted speaking opportunities based on each advisor’s expertise and location.

✅ Writes custom applications and introduction letters that position your team as the go-to expert for solving audience-specific financial challenges.

✅ Delivers 10 additional event recommendations after each application to keep their calendars full.

✅ Includes a bonus AI chatbot that engages visitors on your website 24/7—turning casual browsers into warm leads.

Here’s the best part: This tool is designed so your admins can run the entire process. Your advisors focus on what they do best—delivering value and deepening relationships.

Try the Demo and prepare to be amazed!

https://aistagefinder.com/ai-stagefinder-for-planners-advisors/

And we stand behind the results: If after 3 months and 200 submissions your advisors don’t see a return, we’ll personally coach you to get things back on track.

If you’re looking to give your team an edge and turn speaking into a referral-generating machine, let’s talk.

Aidan Crawford

Founder - AI StageFinder

https://AIStagefinder.com